Experience

Makes all the difference

We believe that by taking a comprehensive approach as early as possible, we can help you pursue your financial goals more effectively. We can help design a flexible wealth management plan that is appropriate for you and your family, while also taking advantage of potential tax-saving opportunities and our experience in helping manage assets.*

* Neither UBS Financial Services Inc. nor any of its employees provide legal or tax advice. You must consult with your legal or tax advisor regarding your personal circumstances. 

Andrew Bassock

Senior Vice President–Wealth Management

Financial Advisor

Andy has been a Financial Advisor with the Firm since 1999. Before joining UBS, he worked as an Assistant District Attorney in Boston, Massachusetts. Andy graduated from the University of Pennsylvania in 1990 and obtained his Juris Doctor degree from Suffolk University School of Law in 1995. He also earned his Master of Business Administration degree from the University of Connecticut in 2008. Andy is the President Emeritus of the Hartford Penn Club, which he revitalized in 2005. In 2008 he earned the designation of Wealth Advisor from UBS.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IL
  • MA
  • MD
  • ME
  • MI
  • NC
  • NH
  • NJ
  • NM
  • NY
  • OH
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WV

Education

  • University of Pennsylvania
  • Suffolk University School of Law, Juris Doctor
  • University of Connecticut, Master of Business Administration

Credentials

  • Senior Portfolio Manager
  • Wealth Advisor
One State Street
Suite 1600
Hartford, CT 06103

Email Me

Matthew Bragg

Senior Vice President–Wealth Management

Financial Advisor

Matt joined the Firm as a Financial Advisor in 1996. He works closely with clients to understand their life goals and create a customized financial plan to achieve them. Prior to joining UBS, he studied mechanical engineering at the University of Massachusetts. Matt holds Series 7, 63 and 65 licenses, as well as fixed and variable annuities, and long-term care insurance licenses. He earned the UBS Wealth Advisor designation in 2008.

Matt serves as Treasurer on the Board of Directors for Playhouse on Park, a non profit theatre group in West Hartford.  He resides in West Hartford with his daughter, Sydney. 

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IL
  • MA
  • MD
  • ME
  • MI
  • MO
  • NC
  • NH
  • NJ
  • NM
  • NY
  • OH
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • VT
  • WV

Education

  • University of Massachusetts, Mechanical Engineering

Credentials

  • Senior Portfolio Manager
  • Wealth Advisor
One State Street
Suite 1600
Hartford, CT 06103

Email Me

Carrie McGurkin

Authorized Officer

Senior Client Associate

Carrie is a Senior Registered Client Associate. With over thirty years of experience, Carrie's focus is providing quality client service and administrative support to our clients. She began her career at E.F. Hutton and also worked at Kidder, Peabody. Previous positions include Branch Administrative Manager and Assistant to a Managing Director heading a team responsible for overseeing various companies' Employee Stock Option Plans throughout the country. Carrie spends most of her time in Rhode Island with family and dogs, Zelda and Bulleit.

Registered States:
  • AZ
  • CA
  • CT
  • FL
  • HI
  • MA
  • NV
  • PA
  • SC
One State Street
Suite 1600
Hartford, CT 06103

Email Me